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RVW Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

RVW Wealth’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Buy
42,754
+206
+0.5% +$25.6K 0.36% 41
2026
Q1 		$4.89M Sell
42,548
-895
-2% -$106K 0.38% 41
2025
Q4 		$4.97M Sell
43,443
-588
-1% -$66.2K 0.38% 39
2025
Q3 		$4.87M Sell
44,031
-561
-1% -$59.8K 0.38% 39
2025
Q2 		$4.65M Sell
44,592
-975
-2% -$96.5K 0.39% 39
2025
Q1 		$4.53M Sell
45,567
-4,474
-9% -$452K 0.43% 38
2024
Q4 		$4.9M Sell
50,041
-1,513
-3% -$152K 0.46% 38
2024
Q3 		$5.06M Sell
51,554
-2,505
-5% -$238K 0.47% 37
2024
Q2 		$5.01M Sell
54,059
-10,383
-16% -$953K 0.5% 38
2024
Q1 		$6.04M Sell
64,442
-3,562
-5% -$315K 0.62% 35
2023
Q4 		$5.8M Sell
68,004
-16,334
-19% -$1.31M 0.64% 37
2023
Q3 		$6.59M Sell
84,338
-3,314
-4% -$267K 0.79% 34
2023
Q2 		$7.01M Sell
87,652
-7,139
-8% -$548K 0.83% 34
2023
Q1 		$7.21M Sell
94,791
-9,107
-9% -$693K 0.89% 33
2022
Q4 		$7.68M Sell
103,898
-73,570
-41% -$5.44M 0.98% 31
2022
Q3 		$11.9M Sell
177,468
-27,761
-14% -$2.04M 1.67% 23
2022
Q2 		$14.3M Sell
205,229
-19,114
-9% -$1.45M 1.92% 20
2022
Q1 		$18.1M Buy
224,343
+1,764
+0.8% +$139K 2.09% 21
2021
Q4 		$17.8M Buy
222,579
+7,187
+3% +$554K 1.99% 22
2021
Q3 		$16M Buy
215,392
+6,670
+3% +$497K 1.92% 24
2021
Q2 		$15M Buy
208,722
+8,591
+4% +$627K 1.88% 25
2021
Q1 		$14M Buy
200,131
+9,925
+5% +$655K 1.83% 26
2020
Q4 		$12M Buy
190,206
+4,592
+2% +$270K 1.76% 27
2020
Q3 		$10M Buy
185,614
+6,402
+4% +$346K 1.69% 27
2020
Q2 		$9.17M Buy
+179,212
New +$8.81M 1.68% 28

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RVW Wealth's RWL Position: Q2 2026 in Review

RVW Wealth increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.48% in Q2 2026, buying an estimated $25.6K and bringing the position to 42,754 shares worth $5.46M. The position accounts for 0.36% of the portfolio, ranked #41.

RVW Wealth first reported a position in RWL in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.1M in Q1 2022. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

  • RVW Wealth held 42,754 shares of Invesco S&P 500 Revenue ETF worth $5.46M as of Q2 2026.
  • RVW Wealth bought 206 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $25.6K.
  • Invesco S&P 500 Revenue ETF made up 0.36% of RVW Wealth's portfolio in Q2 2026, its #41 holding.
  • RVW Wealth first reported a position in Invesco S&P 500 Revenue ETF in Q2 2020 and has held it in 25 quarters since.
  • RVW Wealth's Invesco S&P 500 Revenue ETF position peaked at $18.1M in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.